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Celestica, Inc.
10/27/2026
I will now hand the conference over to Matthew Pallotta, Head of Investor Relations. Please go ahead.
Good morning and thank you for joining us on Celestica's third quarter 2026 financial results and investor and analyst day conference call. On the agenda for today's call, we'll begin with our third quarter financial results followed by our 2026 investor and analyst day. At the conclusion of the prepared remarks, we'll open up the lines for Q&A. On the call today, we have Rob Mionis, chair of the board and chief executive officer, Todd Ankeman, chief financial officer, and joining for our investor and analyst day portion, Mandeep Chawla, group president of global markets, Steven Dorwart, president of our connectivity and cloud solution segment, and Todd Cooper, president of our advanced technology solution segment. Please note that during the course of this call, we will make forward-looking statements, including statements related to the future performance of Celestica, our business outlook, guidance for the fourth quarter of 2026, our 2026 and 2027 annual outlook, and anticipated trends in our industry and their anticipated impact on our business. These are based on management's current expectations, forecasts, and assumptions as of October 26, 2026. These forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from our expectations, and their potential impact on our results cannot be reliably predicted at this time. Thank you for watching. In addition, during this call, we will refer to various non-GAAP financial measures. We have included in our earnings release found in the investor relations section of our website a discussion of those non-GAAP financial measures and a reconciliation to the most comparable GAAP measures. Unless otherwise specified, all references to dollars on this call are to US dollars, all per share information is based on diluted shares outstanding, and all references to comparative figures are a year-over-year comparison. With that, I'll now turn the call over to Rob.
Thank you, Matt, and good morning, everyone, and thank you for joining us on today's call. We're excited to be able to share with you more about Celestica's role in advancing AI infrastructure. Today, we will discuss a number of important developments and the long-term outlook of our business. We are seeing unprecedented momentum, positioning us for a strong end to 2026 and further acceleration into 2027. Before diving into the investor and analyst day portion of our call, Todd will walk us through our third quarter results, provide our fourth quarter guidance, and share our updated 2026 outlook. Todd, over to you.
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